Virtual

K2's Advanced Excel

Date: Nov. 14, 2023

Time: 6:30 a.m. – 2 p.m. PT

CPE: 8

Overview

In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas:

collaborating with other users and securing workbooks,
using tables to analyze and report data,
integrating and manipulating data from external sources,
creating and auditing complex formulas,
advanced data analysis tools, and
visualization techniques to analyze and communicate information.

The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. You can take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.

Product Code
1000002200-120201
Credit Type
CPE: 8
CPE-AA: 4
CPE-Technical: 8
Accessibility
Closed Captioning Available
Intended Audience
Business professionals who work with Excel 2019 or newer and want to extend their knowledge with advanced features and functions
NASBA Field of Study
- Accounting
- Computer Software & Applications
Level of Difficulty
Advanced
Prerequisites
Experienced Excel user
Advance Preparation
None

Learning Objectives

Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency

Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model

Import and link data into Excel from external sources—including text, Access, and SQL Server—and use advanced tools, such as Power Query and various cleanup tools, to manipulate the data to meet specific needs

Use advanced functions, such as SUMPRODUCT, XLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV and XIRR, to create and audit complex formulas

Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters and PivotTables

Describe techniques used to create, manipulate and customize charts for analyzing and communicating information

Major Subjects

Collaboration and security techniques
Tables, data models, and PivotTables
Advanced formulas
Data queries
Creating effective visualizations

Faculty

Randolph P. Johnston

Randy Johnston is a nationally-recognized educator, consultant, and writer with over 30 years’ experience in strategic technology planning, accounting software selection, paperless, systems and network integration, business continuity and disaster recovery planning, business development and management, process engineering and outsourced managed services. Johnston has been with K2 since 1990, where he consults to high profile technology vendor...

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Thomas G. Stephens Jr

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. During his professional career, Tommy has gained valuable ex...

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Additional Details

This course was recorded on 4/3/2023. The instructor will be available via the chat feature to answer questions during the presentation.

K2's Advanced Excel

Member

Nonmember

Overview

Product Code

Credit Type

Accessibility

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation

Learning Objectives

Major Subjects

Faculty

Additional Details